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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM 1,364 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New 416 Added 850 Reduced 30 Exited
Page 55 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 COTY COTY INC Consumer Defensive 152,877.0 $471K 0.01% -16K -9.7% $3.08 -35.7%
1082 OSIS OSI SYSTEMS INC Technology 1,824.0 $465K 0.01% +56.0 +3.2% $255.06 -18.5%
1083 TGTX TG THERAPEUTICS INC Healthcare 15,540.0 $463K 0.01% +341.0 +2.2% $29.81 +33.4%
1084 URBN URBAN OUTFITTERS INC Consumer Cyclical 6,151.0 $463K 0.01% +126.0 +2.1% $75.26 -4.8%
1085 SKYW SKYWEST INC Industrials 4,584.0 $460K 0.01% +61.0 +1.4% $100.41 -17.1%
1086 MGY MAGNOLIA OIL & GAS CORP Energy 20,933.0 $458K 0.01% +177.0 +0.8% $21.89 +33.6%
1087 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,855.0 $456K 0.01% +98.0 +2.1% $93.95 +21.4%
1088 MDU MDU RES GROUP INC Industrials 23,354.0 $456K 0.01% +466.0 +2.0% $19.52 +11.8%
1089 VIAV VIAVI SOLUTIONS INC Technology 25,510.0 $455K 0.01% +503.0 +2.0% $17.82 +169.9%
1090 PLXS PLEXUS CORP Technology 3,084.0 $453K 0.01% +61.0 +2.0% $147.00 +75.8%
1091 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 14,410.0 $453K 0.01% +530.0 +3.8% $31.43 +29.4%
1092 PSKY PARAMOUNT SKYDANCE CORP Communication Services 33,312.0 $446K 0.01% NEW $13.40 -24.4%
1093 ENVA ENOVA INTL INC Financial Services 2,835.0 $446K 0.01% +33.0 +1.2% $157.20 +2.4%
1094 AGO ASSURED GUARANTY LTD Financial Services 4,951.0 $445K 0.01% -60.0 -1.2% $89.87 -12.5%
1095 MATX MATSON INC Industrials 3,564.0 $440K 0.01% $123.55 +47.9%
1096 SKT TANGER INC Real Estate 13,156.0 $439K 0.01% +479.0 +3.8% $33.37 +6.8%
1097 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 13,893.0 $434K 0.01% +286.0 +2.1% $31.22 +6.7%
1098 DVA DAVITA INC Healthcare 3,800.0 $432K 0.01% -84.0 -2.2% $113.61 +74.9%
1099 WAY WAYSTAR HLDG CORP Technology 13,120.0 $430K 0.01% +264.0 +2.0% $32.75 -41.3%
1100 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 4,152.0 $430K 0.01% +124.0 +3.1% $103.47 +19.9%
Page 55 of 69  ·  1,362 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 13.2%
Industrials 11.7%
Consumer Cyclical 10.5%
Healthcare 10.4%
Communication Services 8.3%
Consumer Defensive 4.2%
Real Estate 3.3%
Energy 3.3%
Utilities 2.9%